YWS
Yarger Wealth Strategies’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
3,516
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $246K | Hold |
3,516
| – | – | 0.14% | 80 |
|
|
2024
Q4 | $243K | Buy |
3,516
+43
| +1% | +$2.97K | 0.14% | 78 |
|
|
2024
Q3 | $250K | Hold |
3,473
| – | – | 0.14% | 78 |
|
|
2024
Q2 | $227K | Hold |
3,473
| – | – | 0.14% | 78 |
|
|
2024
Q1 | $230K | Sell |
3,473
-1
| -0% | -$66 | 0.16% | 71 |
|
|
2023
Q4 | $215K | Buy |
+3,474
| New | +$215K | 0.17% | 63 |
|
|
2023
Q3 | – | Sell |
-7,391
| Closed | -$430K | – | 63 |
|
|
2023
Q2 | $430K | Hold |
7,391
| – | – | 0.39% | 44 |
|
|
2023
Q1 | $409K | Hold |
7,391
| – | – | 0.45% | 37 |
|
|
2022
Q4 | $400K | Buy |
7,391
+53
| +0.7% | +$2.87K | 0.5% | 35 |
|
|
2022
Q3 | $372K | Hold |
7,338
| – | – | 0.49% | 34 |
|
|
2022
Q2 | $389K | Hold |
7,338
| – | – | 0.5% | 34 |
|
|
2022
Q1 | $448K | Hold |
7,338
| – | – | 0.58% | 32 |
|
|
2021
Q4 | $461K | Buy |
+7,338
| New | +$461K | 0.5% | 33 |
|